5-Star Ratings on G2 User Reviews AppExchange
Salesforce Optimization Consulting to Boost Efficiency, Scale Seamlessly & Maximize CRM Value.
Unleash the true power of Salesforce, with Salesforce Optimization Solutions. Most organizations are only using a small percentage of what Salesforce can truly do; but with Access Global Group, we’ll work with your team to address any areas of untapped functionality. Even if you’re comfortable with your existing work processes, we can assess your current performance and determine how to further maximize your Salesforce investment and add long term value to your business.
WHY OUR OPTIMIZATION SERVICES
Awarded, Trusted, & Proven to Deliver Exceptional Salesforce Optimization Results.
SUMMIT
PARTNER
Top 1% Partner
In Salesforce Consulting & AI-Driven Solutions
Tell us about your challenges, and we’ll show you how we can help transform your Salesforce environment into a powerful driver of success. At Access Global Group, our Salesforce Optimization Consulting Services go beyond simple adjustments—we deliver hyper-personalized solutions that ensure your Salesforce system is fully aligned with the strategic objectives of your business. Whether you’re facing inefficiencies, underutilized features, or evolving operational needs, our team of Salesforce Summit Partners brings the expertise needed to unlock the full potential of your CRM.
We partner with you to analyze your current system, identify bottlenecks, and develop strategies that address your unique pain points. From automating repetitive tasks and streamlining workflows to creating a scalable platform capable of adapting to future growth, we help you optimize every aspect of your Salesforce system. Our goal is to empower your organization with the tools and insights you need to accelerate productivity, drive innovation, and achieve measurable results—no matter how ambitious your goals may be.
YEARS EXPERTISE
Certificates
Integrations
SF Projects
Salesforce
AppExchange
G2
User Reviews
PRODUCTS WE OPTIMIZE
Optimizing Salesforce Products: Enhancing Efficiency & Driving Business Growth.
Einstein
An integrated set of Al technologies that makes Salesforce Customer 360 smarter and brings Al to trailblazers everywhere.
FSC
Collaborate in real time, instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.
Tableau
Gain valuable insights from any data, at any time, from anywhere.
MuleSoft
Connect any system, application, or data source and automate business processes for a more connected experience.
Marketing Cloud
Build stronger customer relationships that last a lifetime, with data-first digital marketing.
Lightning
Take advantage of innovative features in Lightning to make selling easier and service more personalized.
Service Cloud
Instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.
Commerce Cloud
Instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere.
Sales Cloud
Grow with ease, from anywhere, with the right sales tools. Win more deals as a team with Sales Cloud.
Data Cloud
Unleash the potential of your data with the exclusive platform built natively for the Salesforce.
Agentforce
Design and personalize autonomous AI agents to assist your employees and customers around the clock.
Heroku
Create scalable applications on a developer-focused, cloud-native platform.
Field Service
Tap into job information, deliver updates, and quickly collaborate on the go, even while offline.
Pardot
Easily route leads to sales, create and track automated marketing campaigns, analyze prospect activity.
Experience Cloud
Easily create content in one place and deliver it anywhere – from websites to apps to digital portals.
Revenue Cloud
A whole new way to help companies create more connected CRM-powered digital experiences.
“As the Marketing Manager, I deal with almost all of our vendors here at Westminster American Insurance Company and Access Global Group has been by far one of the best to work with.“
Emily DeLong, Marketing
CUSTOMER SUCCESS STORIES
Reimagining Possibilities & Building Trust Together.
Follow along with us as we reimagine what’s possible for our clients. Examples of how we establish trust and navigate business challenges — together.
INSURANCE // Insurance Industry
Driving Success with Salesforce: How AGG Transformed Benefytt’s Operations with Innovation and Expertise.
BANKING // SYSTEM INTEGRATIONS
Cadence Bank’s Digital Transformation: Seamless Integration of Salesforce Solutions.
PUBLIC SECTOR // CASE MANAGEMENT
Connecting Care: How Salesforce Transformed Massachusetts Health
HEALTHCARE // SERVICE CLOUD
Streamlining Support: Anthem’s Transformation with Salesforce Service Cloud
WEALTH MANAGEMENT // REPORTING
Boosting Productivity and Reporting: How Legg Mason Achieved Salesforce Excellence for Exceptional Client Service.